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 [MBM RESOURCES BHD:更高的表现得益于对Perodua车辆的良好需求,特别是对Myvi和Axia车型的需求,以及自2018年11月推出以来引起了人们浓厚兴趣的Perodua Aruz的补充]

1Q19 vs 1Q18:
本季度,这集团的收入较同期增加6900万令吉或14.9%至5.324亿令吉。本季度的PBT为6150万令吉,较同期增加2220万令吉或56.7%,这主要是由于两个部门的表现较好,以及合资企业和联营公司的业绩均较好。这集团合资公司的业绩份额增加了50万令吉或16.3%,收于390万令吉,主要是由于需求增加。这集团应占联营公司业绩的比例较上一季度增加600万令吉或16.4%,收于4280万令吉。

汽车交易:
本季度的收入较上一季度增加了6,820万令吉或17.1%,为4.679亿令吉。更高的表现得益于对Perodua车辆的良好需求,特别是对Myvi和Axia车型的需求,以及自2018年11月推出以来引起了人们浓厚兴趣的Perodua Aruz的补充。随着增加了XC-40迎合了更广泛的市场,Volvo的销量也提高。本季度PBT收于1,740万令吉,其中包括本季度出售物业所带来的1190万令吉收益。扣除收益后,PBT为550万令吉,较同期增加30万令吉或5.8%。

汽车零件制造:
该季度的收入略微增加了200万令吉或3.2%至6410万令吉,因为相应汽车制造商持续的生产需求,以满足早期的延期交货,并补充枯竭的库存。该部门的税前亏损(LBT)为40万令吉,较相应的季度LBT为380万令吉减少了340万令吉或88.9%。损失较低是合金车轮厂进一步改善的结果。这集团有望在2019年年中关掉合金车轮厂的运营。

1Q19 vs 4Q18:
这集团的收入较上一季度增加3,460万令吉或7.0%,其中汽车贸易及汽车制造部门的销售增加。

汽车交易:
由于对Perodua和沃尔沃车型的需求,本季度的收入比上一季度增加了3120万令吉或7.2%。

汽车零件制造:
由于持续的生产需求,该部门的收入比上一季度增加了570万令吉或9.7%。随着收入的增加,该部门的业绩提升了270万令吉,即86.4%,LBT为40万令吉。

前景:
尽管市场和经济环境充满挑战,但他们仍然保持乐观向前发展。
-----------------------------
James Ng Stock Pick Performance:
Since Recommended Return:

a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM1.40 (dividend RM0.015) in 10 months 23 days, total return is 97.9%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.38 in 6 months 19 days, total return is 72.5%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.30 (dividend RM0.04) in 12 months 4 days, total return is 68.6%

d) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.68 (dividend RM0.0825) in 8 months 21 days, total return is 46.2%

e) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.805 in 5 months 15 days, total return is 40%

f) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.26 (dividend RM0.008) in 6 months 12 days, total return is 31.4%

g) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.51 (dividend RM0.035) in 7 months 17 days, total return is 21.7%

h) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.24 in 1 month 5 days, total return is 19.2%

i) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM1.00 in 6 months 5 days, total return is 17.6%

j) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.63 (dividends RM0.03) in 9 months 5 days, total return is 16.1%

k) HSSEB (HSS ENGINEERS BHD), recommended on 20 Jan 19, initial price was RM1.04, rose to RM1.16 in 5 months 15 days, total return is 11.5%

l) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.18 (dividends RM0.084) in 11 months 6 days, total return is 7.7%

m) SWKPLNT (SARAWAK PLANTATION BHD), recommended on 24 Mar 19, initial price was RM1.55, rose to RM1.63 in 3 months 11 days, total return is 5.2%

我希望将我的策略分享给读者,希望他们在阅读后能够表现出色。我正在使用基本面分析(Fundamental Analysis):

预计公司每年的增长率必须> 14%

我想说服读者学习基本面分析FA以便能从股市赚钱。

我为想从马来西亚股票市场赚钱的读者提供STOCK PICK服务。想订阅我的邮件以从股票市场获取良好回报的人,可以通过 jamesngshare@gmail.com 或我的FB页面 https://web.facebook.com/jamesshareinvest/ 与我联系

1)【股票-实际操作班】课程:
10a.m. – 9p.m.,免费午餐和晚餐

7月14日星期日:AG Hotel Penang, George Town

7月28日星期日:Silka Johor Bahru Hotel, Johor Bahru

9月7日星期六:Hotel Sri Petaling, KL

2)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

7月27日星期六:Silka Johor Bahru Hotel, Johor Bahru 5份点心

8月11日星期日:AG Hotel Penang, George Town 4份点心

9月8日星期日:Hotel Sri Petaling, KL 3份点心

3) 【公司业绩分享会】:
2p.m. – 7p.m.,免费茶和咖啡

7月13日星期六:AG Hotel Penang, George Town 4份点心

7月21日星期日:Hotel Sri Petaling, KL 3份点心

7月26日星期五:Silka Johor Bahru Hotel, Johor Bahru 5份点心

有兴趣的朋友,可以电邮或PM FB page联络我
email:jamesngshare@gmail.com
电话/Whatsapp : 011 - 15852043

为了方便大家查询我写过的公司和选股文章以及视频,制作了索引。大家只要依照日期,就能从这
https://web.facebook.com/jamesshareinvest/posts/2316526075280800 找到公司和选股文章以及视频。

James的股票投资James Share Investing Blog: https://klse.i3investor.com/blogs/general/

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp

Facebook Group: https://www.facebook.com/groups/jamesinvesting

这个是我的TELEGRAM Group链接,大家可以在这个Group获知何时做Fb live: https://t.me/joinchat/LhwHNhdU1fDgxrSafTrTiw

请大家来Follow James的Instagram,获取最新的资讯: https://www.instagram.com/p/BzjtP0MnYz6

这个分享纯属讨论以及领域的分析,买或卖自负。请Like和Share这个post。最终决定永远是你的,谢谢。

James Ng
--------------------------------
[MBM RESOURCES BHD: higher performance was contributed by good demand for the Perodua vehicles especially for the Myvi and Axia models, complemented by the addition of the Perodua Aruz which garnered keen interest since its launch in November 2018]

1Q19 vs 1Q18:
For the current quarter, the Group's revenue improved by RM69.0 million or 14.9% to RM532.4 million against the corresponding quarter. PBT for the quarter was RM61.5 million, an increase of RM22.2 million or 56.7% as compared to the corresponding quarter generally due to better performance from both Divisions, as well as better results for both the joint venture and the associates. The Group's share of results in it's joint venture increased by RM0.5 million or 16.3% to close at RM3.9 million mainly due to higher demand. The Group's share of associates' results increased by RM6.0 million or 16.4% against the corresponding quarter to close at RM42.8 million.

Motor Trading:
Revenue for the current quarter increased by RM68.2 million or 17.1% to close at RM467.9 million against the corresponding quarter. The higher performance was contributed by good demand for the Perodua vehicles especially for the Myvi and Axia models, complemented by the addition of the Perodua Aruz which garnered keen interest since its launch in November 2018. Volume for Volvo increased as well with the addition of the XC-40 which catered to wider market segment. PBT for the quarter closed at RM17.4 million, inclusive of a gain of RM11.9 million from the sale of a property during the quarter. Excluding the gain, the PBT was RM5.5 million, an increase of RM0.3 million or 5.8% as compared to the corresponding quarter.

Auto Parts Manufacturing:
Revenue for the quarter increased marginally by RM2.0 million or 3.2% to RM64.1 million against the corresponding quarter due to sustained production demand from car makers to fulfil earlier backorders and to replenish depleted stocks. The Division closed at a loss before tax (LBT) of RM0.4 million, a lower loss of RM3.4 million or 88.9% as compared to the corresponding quarter's LBT of RM3.8 million. The lower losses was a result of further improvement at the alloy wheel plant. The Group is on track to close the operation of alloy wheel plant by mid-year 2019.

1Q19 vs 4Q18:
Revenue for the Group was higher against the preceding quarter by RM34.6 million or 7.0% with increase sales coming from both the Motor Trading and Auto Manufacturing Divisions.

Motor Trading:
Revenue for the current quarter increased by RM31.2 million or 7.2% against the preceding quarter due to the demand for the Perodua and Volvo models.

Auto Parts Manufacturing:
The Division's revenue improved by RM5.7 million or 9.7% against the preceding quarter due to the sustained production demand. With the higher revenue, the Division's performance improved by RM2.7 million, or 86.4% to close at an LBT of RM0.4 million.

Prospects:
Despite challenging market and economic environment, they remain optimistic moving forward.
--------------------------------------------------------------------------
James Ng Stock Pick Performance:
Since Recommended Return:

a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM1.40 (dividend RM0.015) in 10 months 23 days, total return is 97.9%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.38 in 6 months 19 days, total return is 72.5%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.30 (dividend RM0.04) in 12 months 4 days, total return is 68.6%

d) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.68 (dividend RM0.0825) in 8 months 21 days, total return is 46.2%

e) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.805 in 5 months 15 days, total return is 40%

f) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.26 (dividend RM0.008) in 6 months 12 days, total return is 31.4%

g) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.51 (dividend RM0.035) in 7 months 17 days, total return is 21.7%

h) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.24 in 1 month 5 days, total return is 19.2%

i) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM1.00 in 6 months 5 days, total return is 17.6%

j) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.63 (dividends RM0.03) in 9 months 5 days, total return is 16.1%

k) HSSEB (HSS ENGINEERS BHD), recommended on 20 Jan 19, initial price was RM1.04, rose to RM1.16 in 5 months 15 days, total return is 11.5%

l) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.18 (dividends RM0.084) in 11 months 6 days, total return is 7.7%

m) SWKPLNT (SARAWAK PLANTATION BHD), recommended on 24 Mar 19, initial price was RM1.55, rose to RM1.63 in 3 months 11 days, total return is 5.2%

I wish to share my strategy to readers, hope that they can perform well after reading this. I am using Fundamental Analysis:

the forecasted growth of a company must > 14% per year

I wish to convince readers to learn FA in order to make money from stock market.

I am providing STOCK PICK SERVICE for readers who want to make money from Malaysian stock market. Those who want to subscribe to my mailing list to achieve a good return from stock market, you can contact me at jamesngshare@gmail.com or PM me in my FB page https://web.facebook.com/jamesshareinvest/

In order to facilitate the query of the company and stock picking articles and videos I have written, an index has been produced. Everyone can find company and stock picking articles and videos from https://web.facebook.com/jamesshareinvest/posts/2316526075280800 by date.

James的股票投资James Share Investing Blog: https://klse.i3investor.com/blogs/general/

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp

Facebook Group: https://www.facebook.com/groups/jamesinvesting

This sharing is purely a discussion and analysis of the sector, buying or selling at your own risk. Please Like and Share this post. Final decision is always yours, thank you.

James Ng

https://klse.i3investor.com/blogs/general/213922.jsp
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